Reporting

• How do I use the Portfolio Performance Tool?
• Can I set up regular emails to come through with reporting information?

Client Management

• Client Onboarding Flowchart
• The Client Journey - logging in to the platform for the first time and accepting platform terms
• Making changes to your client's account
• Updating your client's details
• Registering a new client on the platform

ISA/JISA

• How to open a Junior Individual Savings Account (JISA)
• How to open an Individual Savings Account (ISA)

GIA

• How to create a Trust Client
• How to create a Corporate Client
• Capital Gains Tool
• Opening a General Investment Account

Pensions

• Can my client apply for a Transitional Tax-Free certificate?
• Regular SIPP Crystallisation
• Taking single and regular income payments from a SIPP Drawdown account
• SIPP Crystallisation - Ad Hoc
• Making employer contributions to a SIPP
• Making a personal contribution to a SIPP

See all 7 articles

Transfers

• How do I key on a partial uncrystallised SIPP transfer?
• Internal transfers
• Transferring cash from a ceding provider
• In-Specie Transfer to a SIPP
• In-Specie Transfers to a GIA or ISA/JISA

Fees

• Setting up and management of family linking

Models

• Rebalancing an account linked to an Advisory model
• Amending / Cloning an Advisory model
• Linking and delinking a client to/from a model
• Creating an Advisory model

Trading

• Buying/Investing
• Selling/Disinvesting
• Switching

Illustrations

• Illustration Scenarios
• Creating an illustration for an existing client
• Creating a new client via illustration

Payments and withdrawals

• Regular withdrawal from ISA/JISA and GIA
• Single withdrawal from ISA/JISA or GIA
• Regular top-ups to ISA/JISA and GIA
• Single top-up to ISA/JISA and GIA